How to create a new campaign?

Path: Login into Eventdex account > Manage Event > Expand Registration tab > Click on Emails

Step 1: Click on Create Campaign

Create New Campaign

Step 2: Select Campaign type and click on the Next button

  • By default campaign type is set as Announcements.
  • From the Name field directly fetch and display the login user name.

Step 3: Select Recipients from the list and click on the Next button.

  • You can run campaigns for all recipients registered to an event or only to a certain group of recipients by using filters.

Filter options:  

  • Status: This will be useful for matchmaker users who are active/inactive.
  • Badgable: You can send the campaign to badgable and non-badgable attendees.
  • Badge status: You can send the campaign to badge status printed and not printed.
  • Signup: You can send the campaigns to attendees who have already signup already and new users.
  • Registration Type: You can send the campaign for Online, import, manual attendees.
  • Appointments: You can send the campaigns to Only accepted, Only pending, Only canceled, Attendees have meetings, Zero meetings.

Step 4: Once you selected the ticket and click on next it will lead you to Postmark.

Postmark: Eventdex is partnered with a postmark to send email campaigns.

Step 5: Select the Email template.

Select any one of the Standard templates and click on Edit.

Step 6: Select the Email template.

Select any one of the Standard templates and click on Edit.

Select Standard template and Edit

Step 8: Edit template as per your requirement and click on Save As button to apply changes to the template.

new template saveas

Step 9: Give new template name and click on Save button.

Template name

Step 10: Click on Next button

Custom template next

Step 11: Recheck the campaign details and click on Save As button

New Campaign save

Step 12: Give new campaign name and click on Save button.

New Campaign save

 

All Standard Templates will be displayed under Standard Templates Section.

All Custom Templates will be displayed under Custom Templates Section.

 

 

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